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Brass Tax Wealth Management’s Duke Energy DUK Stock Holding History

Brass Tax Wealth Management’s Portfolio DUK Stock Details DUK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		$494K Buy
3,994
+217
+6% +$26.3K 0.08% 122
2025
Q2 		$446K Buy
3,777
+14
+0.4% +$1.65K 0.09% 121
2025
Q1 		$459K Buy
3,763
+325
+9% +$37K 0.1% 107
2024
Q4 		$370K Buy
3,438
+17
+0.5% +$1.93K 0.08% 121
2024
Q3 		$394K Buy
3,421
+678
+25% +$75.5K 0.08% 110
2024
Q2 		$275K Buy
2,743
+12
+0.4% +$1.2K 0.12% 103
2024
Q1 		$264K Buy
+2,731
New +$259K 0.14% 90

Other funds holding DUK

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
GQG Partners
GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Brass Tax Wealth Management's DUK Position: Q3 2025 in Review

Brass Tax Wealth Management increased its Duke Energy (DUK) stake by 5.7% in Q3 2025, buying an estimated $26.3K and bringing the position to 3,994 shares worth $494K. The position accounts for 0.08% of the portfolio, ranked #122.

Brass Tax Wealth Management first reported a position in DUK in Q1 2024 and has held it in 7 quarters since. 2,334 funds tracked by Wall St. Rank hold DUK as of Q3 2025.

  • Brass Tax Wealth Management held 3,994 shares of Duke Energy worth $494K as of Q3 2025.
  • Brass Tax Wealth Management bought 217 Duke Energy shares in Q3 2025, an estimated $26.3K.
  • Duke Energy made up 0.08% of Brass Tax Wealth Management's portfolio in Q3 2025, its #122 holding.
  • Brass Tax Wealth Management first reported a position in Duke Energy in Q1 2024 and has held it in 7 quarters since.
  • 2,334 funds tracked by Wall St. Rank held Duke Energy as of Q3 2025.

Based on Brass Tax Wealth Management's 13F filing for Q3 2025, filed 14 Nov 2025.